Investor universe

The public-regulatory universe, RIAs & family offices (Form ADV) and institutional managers (13F). Click any entity for its profile & holdings. Read-only; public SEC data, no contacts.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

36,242 matches · showing 3560135700 (page 357 of 363)

EntityTypeAUMLocationAnchor
WealthPoint Financial, LLC13F managerCIK 2040860
Wealthquest Corp13F managerCIK 1632968
WEALTHRAMP, INC.RIA / FOCRD 290683
WealthShield Partners, LLC13F managerCIK 1729303
WEALTHSPAN PARTNERS, LLC13F managerCIK 1909805
Wealthspire Advisors, LLC13F managerCIK 1646247
Wealthspire Retirement, LLC13F managerCIK 2040084
Wealthspring Capital LLC13F managerCIK 1844495
WealthSpring Partners, LLC13F managerCIK 1961292
Wealthstar Advisors, LLC13F managerCIK 1602224
WealthTrak Capital Management LLC13F managerCIK 2052710
WealthTrust Asset Management, LLC13F managerCIK 1867894
WealthTrust Axiom LLC13F managerCIK 1425949
WEATHERBIE ADVISORS LTD.RIA / FODENVER, COCRD 340853
WEATHERLY ASSET MANAGEMENT L. P.13F managerCIK 934745
Weaver C. Barksdale & Associates, Inc.13F managerCIK 1294588
Weaver Capital Management LLC13F managerCIK 1552247
Weaver Consulting Group13F managerCIK 1780055
WEB SUMMIT VENTURES MANAGEMENT LIMITEDRIA / FODUBLINCRD 335054
WEB3 UNIVERSITYRIA / FOCOLORADO SPRINGS, COCRD 340059
WEBB INVESTMENT NETWORK MANAGEMENT, LLCRIA / FOSAN FRANCISCO, CACRD 311579
WEBBRIDGE GLOBAL FOUNDATIONRIA / FODENVER, COCRD 340118
WEBER CAPITAL MANAGEMENT LLC /ADV13F managerCIK 1099905
Webs Creek Capital Management LP13F managerCIK 1825309
WEBSTER BANK, N. A.13F managerCIK 1105837
WEBSTER STEVEN A13F managerCIK 0001008023
WEBSTERROGERS FINANCIAL ADVISORS, LLC13F managerCIK 1841757
WeBuild Ventures O&G, LPIssuerCIK 2138028
WEBULL MARKETS LTD.IssuerCIK 2140830
WEDBUSH SECURITIES INC13F managerCIK 1142495
WEDGE CAPITAL MANAGEMENT L L P/NC13F managerCIK 1015308
WEDGEWOOD INVESTORS INC /PA/13F managerCIK 1125243
WEDGEWOOD PARTNERS INC13F managerCIK 859804
Wedmont Private Capital13F managerCIK 1904274
WEFUNDERRIA / FOSAN FRANCISCO, CACRD 167803
WEH Ventures III LLCIssuerCIK 2139648
Weidman Jason R.13F managerCIK 0002138270
WEIK CAPITAL MANAGEMENT13F managerCIK 1278793
Weikel Mark J13F managerCIK 0001599351
Weil Company, Inc.13F managerCIK 1318011
Weiler Melissa13F managerCIK 0001845244
WEILLER CAPITAL ADVISORS, LLCRIA / FOCRD 162097
WEINBERG CAPITAL GROUP, INC.RIA / FOPEPPER PIKE, OHCRD 163661
Weinberger Asset Management, Inc13F managerCIK 2051705
WEISBURD CAPITAL MANAGEMENT LLCRIA / FONEW YORK, NYCRD 342535
WEISLER DION J13F managerCIK 0001580693
Weiss Asset Management LP13F managerCIK 1357550
WEITE INVESTMENT QUANTIFICATIORIA / FOCHESTERFIELD, MOCRD 342238
Weitkamp Robin Joseph13F managerCIK 0002124351
WEITZ INVESTMENT MANAGEMENT, INC.13F managerCIK 883965
WEITZ WALLACE R13F managerCIK 0000911742
Weitzel Financial Services, Inc.13F managerCIK 1846789
Welborn Wesley Miller13F managerCIK 0001340386
WELCH & FORBES LLC13F managerCIK 105495
WELCH CAPITAL PARTNERS LLC/NY13F managerCIK 1042063
Welch Financial Planning, LLC13F managerCIK 2085141
Welch Group, LLC13F managerCIK 1443095
WELKIN CAPITAL MANAGEMENT LIMITEDRIA / FOGRAND CAYMANCRD 286114
Well Done, LLC13F managerCIK 1667132
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST13F managerCIK 1026720
Wellesley Asset Management13F managerCIK 1533551
Wellington Grp LLC13F managerCIK 2134013
WELLINGTON HARBOR CAP LTDRIA / FONEWARK, NJCRD 337658
WELLINGTON MANAGEMENT GROUP LLP13F managerCIK 902219
WELLINGTON PARTNERSRIA / FOMUNICH, BAVARIACRD 333839
Wellington Shields & Co., LLC13F managerCIK 1506073
Wellington Shields Capital Management, LLC13F managerCIK 1506071
Wellment Financial13F managerCIK 1940000
WELLS FARGO & COMPANY/MN13F managerCIK 72971
Wells Financial Advisors INC13F managerCIK 1844454
Wellspring Financial Advisors, LLC13F managerCIK 1811308
WELWING CAPITAL GROUP LIMITEDRIA / FOCENTRALCRD 306751
WENDEL NORTH AMERICA, LLCRIA / FONEW YORK, NYCRD 284733
Wendel SE13F managerCIK 1721938
WENDELL DAVID ASSOCIATES INC13F managerCIK 878228
Wendler Brett David13F managerCIK 0002130344
Weng Roxanne Rena13F managerCIK 0002067598
Weng Volker13F managerCIK 0001776955
Werba Rubin Papier Wealth Management13F managerCIK 1971029
WERKLUND FAMILY OFFICE INC.RIA / FOCALGARY, ALBERTACRD 305521
Werlinich Asset Management, LLC13F managerCIK 2000493
Wernau Asset Management Inc.13F managerCIK 2053236
Werner Roger13F managerCIK 0001331837
WERRUS ENERGY MANAGEMENT COMPANY, LLCRIA / FOHOUSTON, TXCRD 289561
WESBANCO BANK INC13F managerCIK 877134
WESCAP Management Group, Inc.13F managerCIK 1667140
Wescott Financial Advisory Group, LLC13F managerCIK 1864880
Wesleyan Assurance Society13F managerCIK 1773368
WESPAC Advisors SoCal, LLC13F managerCIK 1668188
WESPAC Advisors, LLC13F managerCIK 1484540
WEST ACRE CAPITAL, LLCRIA / FOCRD 331526
WEST BANCORPORATION INC13F managerCIK 1166928
West Branch Capital LLC13F managerCIK 1738723
WEST BROW CAPITAL MANAGEMENT, LLCRIA / FOCHATTANOOGA, TNCRD 335438
WEST END SPV MANAGER LLCRIA / FOCRD 340651
West Family Investments, Inc.13F managerCIK 1568303
West Financial Advisors, LLC13F managerCIK 1843684
WEST FORK CAPITAL ADVISORS LLCRIA / FOCRD 328340
West Grove Re Access LLCIssuerCIK 2138801
West Grove Re Access Offshore SCSpIssuerCIK 2137927
← PrevPage 357 of 363Next →